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Financial Services Assistant Jobs (NOW HIRING)

Lincoln Investment

Client Services Assistant

Cranford, NJ

$17.50 - $24.25/hr

As our Client Services Assistant, you'll play a crucial role in managing day-to-day operations and ... You'll be at the heart of our financial services team, helping to facilitate seamless transactions ...

Dollar Bank

Financial Advisor Assistant

Pittsburgh, PA · On-site

The Client Services Assistant ensures this vision by supporting Investment Executives and the ... Working knowledge of financial services industry including investments and annuities. Computer ...

Duke University

FINANCIAL SERVICES SPECIALIST

Durham, NC

$18 - $26.62/hr

We're looking for a Financial Services Specialist to join our team. In this role, you'll be the ... Ability to greet and assist members in person or by phone and direct them appropriately. * Ability ...

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How much do financial services assistant jobs pay per hour?

As of May 28, 2026, the average hourly pay for financial services assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What is the difference between Financial Services Assistant vs Customer Service Representative?

AspectFinancial Services AssistantCustomer Service Representative
Required credentialsBasic financial certifications, high school diploma or equivalentHigh school diploma or equivalent, sometimes certifications in customer service
Work environmentFinancial institutions, banks, investment firmsVarious industries including retail, telecom, banking
Employer usageFinancial sector employersBroad industry usage
Common search intentAssisting clients with financial products, processing transactionsHandling customer inquiries, resolving issues

The main difference is that Financial Services Assistants focus on supporting financial operations and client accounts within financial institutions, often requiring some financial certifications. Customer Service Representatives have a broader role across industries, primarily handling customer inquiries and support. While both roles involve client interaction, Financial Services Assistants specialize in financial products and services, making their skills more tailored to the finance industry.

What cities are hiring for Financial Services Assistant jobs? Cities with the most Financial Services Assistant job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Financial Services Assistant jobs? States with the most job openings for Financial Services Assistant jobs include:
Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 56% Full Time, 42% Part Time, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.
Financial Services - Administrative Assistant

Financial Services - Administrative Assistant

CB&S Bank

Russellville, AL

Full-time

Posted 16 days ago

Job description

GENERAL FUNCTION:

This position will act as an assistant to the Financial Services Manager as well as the Financial Advisors, and is also an ambassador for the branch sales program. Will assist with administrative and marketing tasks as requested by supervisor.

Must develop relationships, counsel with customers and perform clerical duties and documentation as needed in the area of investments, insurance and the branch sales program. Directs and assists walk-in customers and phone prospective customers through an organized call program. Assists in all administrative areas as directed by immediate supervisor. Occasionally schedules and organizes departmental activities such as meetings, travel, conferences, and other related functions.

MAJOR DUTIES AND RESPONSIBILITIES:

  • Will actively work to acquire, and maintain, the knowledge and skills to efficiently service our customer's needs and also work to acquire, and maintain, the knowledge to sell life insurance and annuities.
  • Will assist with the day to day functions of the department while promoting bank financial services.
  • Must become skilled in the use of Electronic Agency Management Systems.
  • Performs other duties assigned by supervisor.

JOB QUALIFICATIONS:

  • At least two years sales/customer service experience or related experience or comparable education.
  • Must procure and maintain life & health insurance license within requested timeframe.
  • Knowledgeable regarding investment services, but will not provide investment advice or direct selling of any securities.
  • Good communication skills, both verbal and written.
  • Ability to travel between branches as needed.
  • Dependable transportation.
  • Basic computer skills and able to perform moderately complex tasks.
  • Ability to handle and produce accurate work within a specified time frame.
  • Demonstrates proficiency and commitment to excellence in performance of duties.

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